FACTSET RESEARCH SYSTEMS INC (FDS)

Sentiment-Signal

35,7
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
53.9
1 neu, 0 erhöht, -9328569K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)

Score-Verlauf (90 Tage)

Kritische 8-K Meldungen

DatumMeldungSchwereFilingAuszug
03.06.2025Item 5.02 — Abgang SchlüsselpersonenHOCHSEC            Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers
21.03.2024Item 5.02 — Abgang SchlüsselpersonenHOCHSECanagement uses the non-GAAP financial measures. Item 5.02 Departure of Directors or Certain Officers; Election of Direct
24.03.2023Item 5.02 — Abgang SchlüsselpersonenHOCHSECto Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; App

Stammdaten

FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Unternehmen & Branche

NameFACTSET RESEARCH SYSTEMS INC
TickerFDS
CIK0001013237
BoerseUS
SektorFinancial Services
IndustrieFinancial - Data & Stock Exchanges
SIC7370 · Services-Computer Programming, Data Processing, Etc.

Wertpapier & Kennzahlen

CUSIP303075105
ISINUS3030751057
TypCommon Stock
Marktkapitalisierung8,75 Mrd. USD
Beta0,72
Dividendenrendite4,40 %

Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »

Finanzkennzahlen (SEC XBRL)

PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2026-02-2810-Q611,019,000133,056,0003.594,219,830,0002,129,112,000
2025-11-3010-Q607,621,000152,580,0004.064,220,784,0002,167,884,000
2025-08-3110-K2,321,748,000597,040,00015.554,304,272,0002,186,413,000
2025-05-3110-Q585,520,000148,542,0003.874,338,762,0002,155,182,000
2025-02-2810-Q570,660,000144,860,0003.764,241,442,0002,056,917,000
2024-11-3010-Q568,667,000150,022,0003.894,048,585,0001,991,561,000
2024-08-3110-K2,203,056,000537,126,00013.914,055,040,0001,912,460,000
2024-05-3110-Q552,708,000158,135,0004.094,039,701,0001,890,404,000
2024-02-2910-Q545,945,000140,940,0003.653,990,866,0001,801,754,000
2023-11-3010-Q542,216,000148,555,0003.843,951,226,0001,700,740,000
2023-08-3110-K2,085,508,000468,173,00012.043,962,922,0001,619,930,000
2023-05-3110-Q529,811,000134,663,0003.463,997,910,0001,668,833,000
2023-02-2810-Q515,085,000131,593,0003.384,001,075,0001,607,154,000
2022-11-3010-Q504,815,000136,798,0003.523,977,540,0001,474,128,000
2022-08-3110-K1,843,892,000396,917,00010.254,014,305,0001,331,408,000
2022-05-3110-Q488,751,00074,910,0001.934,068,564,0001,267,722,000
2022-02-2810-Q431,119,000109,938,0002.842,374,157,0001,215,981,000
2021-11-3010-Q424,725,000107,647,0002.792,254,364,0001,098,895,000
2021-08-3110-K1,591,445,000399,590,00010.362,224,940,0001,016,353,000
2021-05-3110-Q399,558,000100,679,0002.622,218,445,0001,031,299,000

Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
VANGUARD GROUP INC4,455,01004,455,0101,292,799,352Neu+100,0%
BlackRock, Inc.3,031,88403,031,884879,822,433Neu+100,0%
BAMCO INC /NY/2,888,84502,888,845838,313,931Neu+100,0%
STATE STREET CORP1,900,89401,900,894551,620,430Neu+100,0%
LOOMIS SAYLES & CO L P1,495,16001,495,160433,880,359Neu+100,0%
WELLS FARGO & COMPANY/MN1,192,87201,192,872346,159,630Neu+100,0%
MORGAN STANLEY1,120,74001,120,740325,228,494Neu+100,0%
GEODE CAPITAL MANAGEMENT, LLC1,058,43401,058,434306,647,362Neu+100,0%
CITADEL ADVISORS LLC982,8660982,866285,217,884Neu+100,0%
Invesco Ltd.716,4860716,486207,917,076Neu+100,0%
AQR CAPITAL MANAGEMENT LLC705,0620705,062204,601,954Neu+100,0%
BANK OF AMERICA CORP /DE/630,6930630,693183,020,674Neu+100,0%
BANK OF MONTREAL /CAN/597,7230597,723173,453,281Neu+100,0%
MARSHALL WACE, LLP581,4090581,409168,719,074Neu+100,0%
ProShare Advisors LLC559,5000559,500162,361,304Neu+100,0%
NORGES BANK522,0450522,045151,492,239Neu+100,0%
GOLDMAN SACHS GROUP INC455,4800455,480132,175,755Neu+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC424,3550424,355123,143,577Neu+100,0%
DIMENSIONAL FUND ADVISORS LP364,5990364,599105,805,335Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP345,2360345,236100,184,035Neu+100,0%
Champlain Investment Partners, LLC343,2810343,28199,616,713Neu+100,0%
NORTHERN TRUST CORP322,4080322,40893,559,576Neu+100,0%
Boston Trust Walden Corp280,2590280,25981,328,425Neu+100,0%
Fiera Capital Corp271,5250271,52578,793,840Neu+100,0%
JANE STREET GROUP, LLC251,5070251,50772,984,817Neu+100,0%
TWO SIGMA INVESTMENTS, LP240,2780240,27869,726,273Neu+100,0%
UBS Group AG190,6550190,65555,326,175Neu+100,0%
MCDONALD CAPITAL INVESTORS INC/CA185,7440185,74453,901,051Neu+100,0%
Vest Financial, LLC170,1470170,14749,374,958Neu+100,0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP169,1020169,10249,071,709Neu+100,0%
Legal & General Group Plc165,3860165,38647,993,360Neu+100,0%
Connor, Clark & Lunn Investment Management Ltd.163,1870163,18747,355,236Neu+100,0%
ROYAL LONDON ASSET MANAGEMENT LTD159,3400159,34046,238,876Neu+100,0%
BARCLAYS PLC152,2530152,25344,182,298Neu+100,0%
DEUTSCHE BANK AG\146,5490146,54942,527,054Neu+100,0%
EVERETT HARRIS & CO /CA/145,3840145,38442,188,983Neu+100,0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE137,8600137,86040,005,593Neu+100,0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC137,6520137,65239,945,235Neu+100,0%
JPMORGAN CHASE & CO133,5430133,54338,752,869Neu+100,0%
ARIEL INVESTMENTS, LLC125,4390125,43936,401,144Neu+100,0%
MILLENNIUM MANAGEMENT LLC124,3860124,38636,095,573Neu+100,0%
RAYMOND JAMES FINANCIAL INC123,8110123,81135,928,608Neu+100,0%
MARKEL GROUP INC.121,8730121,87335,366,326Neu+100,0%
ALLIANCEBERNSTEIN L.P.112,8670112,86732,752,875Neu+100,0%
ROYAL BANK OF CANADA111,0330111,03332,220,000Neu+100,0%
REGENTS OF THE UNIVERSITY OF CALIFORNIA103,7640103,76430,111,275Neu+100,0%
CAPITAL FUND MANAGEMENT S.A.102,2790102,27929,680,343Neu+100,0%
Sone Capital Management, LLC90,740090,74026,331,841Neu+100,0%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM84,405084,40524,493,487Neu+100,0%
Copeland Capital Management, LLC82,277082,27723,876,279Neu+100,0%

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-01-12Frank MalcolmDirectorOpen Market Sale-1,045295.02-308,295.90-66,1%
2026-01-12Frank MalcolmDirectorOpen Market Sale-1,527296.17-452,251.59-96,9%
2026-01-08SIEGEL LAURIEDirectorOpen Market Sale-588296.67-174,441.96-37,4%
2026-01-08SIEGEL LAURIEDirectorOpen Market Sale-1,984296.12-587,502.08-125,9%
2025-11-06Skoko GoranOfficer, EVP, Chief Revenue OfficerOpen Market Purchase500252.93126,465.00+27,1%
2025-10-06Shan Helen L.Officer, EVP, Chief Financial OfficerOpen Market Purchase370275.48101,927.60+21,8%
2025-10-03Eilam BarakDirectorOpen Market Sale-1283.21-283.21-0,1%
2025-09-23McLoughlin ChristopherOfficer, Chief Legal OfficerOpen Market Purchase335296.1899,107.75+21,2%
2025-09-23McLoughlin ChristopherOfficer, Chief Legal OfficerOpen Market Purchase3297.66892.98+0,2%
2025-07-14MCGONIGLE JAMES JDirectorOpen Market Sale-1,425451.98-644,071.50-138,0%
2025-07-14MCGONIGLE JAMES JDirectorOpen Market Sale-1,200451.05-541,260.00-116,0%
2025-07-14MCGONIGLE JAMES JDirectorOpen Market Sale-300449.93-134,979.00-28,9%
2025-07-09Moskoff Gregory TOfficer, MD,Controller and CAOOpen Market Sale-1,024443.80-454,451.20-97,4%
2025-07-09Moskoff Gregory TOfficer, MD,Controller and CAOOpen Market Sale-98444.48-43,559.04-9,3%
2025-07-09Moskoff Gregory TOfficer, MD,Controller and CAOOpen Market Sale-296441.36-130,642.56-28,0%
2025-07-09Moskoff Gregory TOfficer, MD,Controller and CAOOpen Market Sale-491440.56-216,314.96-46,3%
2025-07-09Moskoff Gregory TOfficer, MD,Controller and CAOOpen Market Sale-591442.54-261,541.14-56,0%
2025-07-08Ellis Christopher ROfficer, EVP, Initiatives & P'shipsOpen Market Sale-4,404447.44-1,970,525.76-422,2%
2025-07-08Ellis Christopher ROfficer, EVP, Initiatives & P'shipsOpen Market Sale-2,102446.53-938,606.06-201,1%
2025-07-08Ellis Christopher ROfficer, EVP, Initiatives & P'shipsOpen Market Sale-800445.36-356,288.00-76,3%
2025-07-08Ellis Christopher ROfficer, EVP, Initiatives & P'shipsOpen Market Sale-200441.99-88,398.00-18,9%
2025-07-08Ellis Christopher ROfficer, EVP, Initiatives & P'shipsOpen Market Sale-100448.20-44,820.00-9,6%
2025-07-01Snow Frederick PhilipDirector, Officer, Chief Executive OfficerOpen Market Sale-3,000445.12-1,335,360.00-286,1%
2025-06-02Snow Frederick PhilipDirector, Officer, Chief Executive OfficerOpen Market Sale-3,000454.58-1,363,740.00-292,2%
2025-05-01Snow Frederick PhilipDirector, Officer, Chief Executive OfficerOpen Market Sale-3,000431.09-1,293,270.00-277,1%

Fail-to-Deliver (6 Monate)

DatumFTD-MengeKursWert (USD)
2026-03-25170197,4033.558
2026-03-23256209,2753.573
2026-03-131203,60204
2026-02-2713214,272.786
2026-02-253.424201,49689.902

Top-Fondshalter

Stand: 31.03.2026

FondsAnteileWert (USD)Anteil (%)
OPPENHEIMER & CO INC4,378949,982100.00

Hinweis

Erweitert ×